2021: the only chart that matters..

2021: the only chart that matters..
another 3 tr USD expected to reach markets in the next 12 months.. #liquidity vs. #assets pic.twitter.com/51VVVUqGca

— Rothko Research Ltd. (@RothkoResearch) December 29, 2020

'When it came to financial markets in 2020, anything smacking of carrying any semblance of risk, from junk bonds to Bitcoin, had epic rallies. The reason: $14 trillion. That’s the amount by which the aggregate money supply has increased this year.' https://t.co/wFAVqVlkjd pic.twitter.com/Fh04lZXp9P

— Jesse Felder (@jessefelder) December 29, 2020

https://twitter.com/jtcrombie/status/1342133420588216320

So according to S&P/CoreLogic, home price gains are now running at almost 6x CPI at 8.4% y/o/y, completely offsetting the benefit of low mortgage rates but buyers have to come up with a higher down payment. That's fine for many but a growing challenge for that 1st time buyer. pic.twitter.com/81x9NoobW4

— Peter Boockvar (@pboockvar) December 29, 2020

Flooding it. pic.twitter.com/DLGBaTrVnb

— Menthor Q (@MenthorQpro) December 29, 2020